Join Flight Financial Group and Devine Millimet, Attorneys at Law, For a Complimentary Informative Breakfast Covering Three Vital Topics
Attorney Theofilos Vougias, shareholder, will address Estate Planning Hygiene.
What is the importance of Estate Planning?
What is the importance of a business owner’s estate plan?
Should you retitle business interests?
Do you need a non-business component to your estate plan?
Attorney Katherine Battles, Of Counsel, will address Preparing to Sell Your Business.
Are your company documents up-to-date, complete and in compliance with current laws?
Have you conducted a UCC lien search?
Is your business protected by having employees sign restrictive covenant and confidentiality agreements?
Are you familiar with a buyer due diligence process?
Is your company properly positioned for a transition or sale?
Dennis J Tsakiris, Financial Advisor, and Catherine R Paige, RICP, Financial Advisor, will address 5 Retirement Mistakes Business Owners Make.
Have you created a retirement Road Map?
Do you have an exit strategy?
Do you have separate retirement assets?
Do you have sufficient insurance coverage?Do you need to hire outside support?
Date and Time
Wed, Nov 09, 2022
7:30a - 9:30a EST